<div id="readability-page-1"><p>A growing chorus of Wall Street economists is turning more optimistic on the U.S. economy, and one of the clearest bullish signals is coming from Bank of America.</p>    <p>In its latest outlook, the bank indicated that U.S. growth in 2026 could significantly exceed consensus expectations and arrive sooner than many investors anticipate.</p>    <h2>Growth Is Above Consensus — And Front-Loaded</h2>    <p>&#34;Our 2026 average U.S. GDP growth forecast of 2.8% is well above consensus,&#34; Bank of America economist <strong>Aditya Bhave</strong> wrote in a recent report, compared with roughly 2.1% expected by the broader market. </p>    <p>Notably, Bhave expects growth to be front-loaded, with stronger momentum in the first half of the year.</p>    <p>A key driver is the One Big Beautiful Bill Act (OBBBA), which BofA estimates could deliver $135–$140 billion in consumer stimulus during tax season alone. That translates into more than $1,000 per household on average, largely arriving between February and April, when tax refunds typically peak.</p>    <p>&#34;We now project that consumer stimulus from the OBBBA will be much more front-loaded into tax season,&#34; Bhave said, prompting Bank of America to raise its first-half growth outlook while trimming expectations for the back half of the year.</p>    <h2>Labor Market And Consumers Still Holding Up</h2>    <p>Recent data reinforce the upbeat tone. The unemployment rate fell to 4.4% in December, suggesting labor supply constraints may be tightening faster than the Fed expects. </p>    <p>Meanwhile, November retail sales met expectations, with the control group rising 0.4%, signaling resilient consumer spending despite higher interest rates.</p>    <p>Bhave notes that while job growth has slowed, the labor market dynamic is increasingly a supply-side story — one that allows the Fed to remain patient without choking off expansion.</p>    <p>On inflation, Bank of America expects core PCE to end 2026 at 3.0% year over year, slightly higher than earlier estimates. Recent CPI and PPI data surprised to the downside, but Bhave cautions that core PCE may run hotter than core CPI in the months ahead.</p>    <p>Still, with the real policy rate likely already in accommodative territory, the broader policy mix remains growth-supportive.</p>    <h2>Upside Risks Are Real</h2>    <p>Beyond fiscal stimulus and monetary easing, Bank of America points to additional tailwinds: continued AI-related investment, improving productivity trends, and a more predictable trade policy environment regardless of Supreme Court rulings on tariffs.</p>    <p>“AI-related investment should continue to grow at a solid pace next year, despite already-elevated levels,” Bhave said. </p>    <p>&#34;Risks to our projections are tilted to the upside,&#34; he wrote, adding that &#34;a 3-handle on 2026 growth wouldn't be a big surprise.&#34;</p>    <h2>Economic Strength Favors Smaller Companies</h2>    <p>If the growth outlook continues to firm and economic momentum remains front-loaded, small caps may be well positioned to extend their early-year leadership. </p>    <p>The <strong>Russell 2000</strong>, tracked by the <strong>iShares Russell 2000 ETF <span>( IWM )</span></strong> , has already surged to fresh record highs, rising more than 7% year-to-date and decisively outperforming the <strong>S&amp;P 500</strong>, which has been nearly flat. </p>    <p>Analysts note that stronger U.S. growth tends to translate into faster and more pronounced earnings revisions for small-cap companies, given their greater domestic exposure and operating leverage. </p>    <p>If that dynamic persists — and macro data continues to surprise to the upside — small and mid-sized stocks could remain a key beneficiary of the improving economic narrative in the months ahead.</p></div>

羅素 2000 3 倍做多 - Direxion

羅素 2000 價值 ETF - Vanguard

羅素 2000 紅利增長 ETF - ProShares

羅素 2000 成長股指數 ETF - iShares

RSSL

羅素 2000 增長 ETF - Vanguard

羅素 2000 ETF - Vanguard

ITWO

美國銀行

羅素 2000 指數 ETF - iShares

<p>越來越多的華爾街經濟學家，尤其是來自美國銀行的專家，對美國經濟持樂觀態度，預測 2026 年 GDP 增長將達到 2.8%，超過市場共識的 2.1%。關鍵因素包括《一項偉大的美好法案》，預計將提供顯著的消費者刺激。勞動力市場依然強勁，失業率為 4.4%，消費者支出也表現出韌性。美國銀行建議，小盤股可能會從這一增長中受益，因為在經濟復甦時，它們通常會看到更快的盈利修正。上行風險包括人工智能投資和生產力的提升</p>

The US Economy May Surprise In 2026 â And Small Caps Could Benefit

- 美國經濟展望樂觀，銀行預測 2026 年 GDP 增長 2.8% 超出市場預期。  
- OBBBA 法案將促使消費者刺激，預計提供 $135-$1400 億刺激。  
- 小型公司有望受益於經濟增長，Russell 2000 指數已創新高。

fidelity

Global X Russell 2000 ETF

ProShares Russell 2000 High Income ETF

美國經濟可能在 2026 年表現出人意料，而小盤股可能因此受益